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Customising WebCat

Customising WebCat. a look at some RUL customisations Ruth Salisbury Systems Manager, University of Reading. Introduction. Not a “how to” session Does not include OPAC Manager UNIX site Unicorn version 99.4.2 Range of RUL customisations Tips and tricks. Session includes. Login page

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Customising WebCat

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  1. Customising WebCat a look at some RUL customisations Ruth Salisbury Systems Manager, University of Reading EUUG 14-15 September, Madrid

  2. Introduction • Not a “how to” session • Does not include OPAC Manager • UNIX site • Unicorn version 99.4.2 • Range of RUL customisations • Tips and tricks EUUG 14-15 September, Madrid

  3. Session includes • Login page • Frames • Icons • System variables • Other HTML changes EUUG 14-15 September, Madrid

  4. Login page • RUL has 3 sites • Login determines • behaviour of holds • item display order • RUL requires 3 site logins + Guest EUUG 14-15 September, Madrid

  5. EUUG 14-15 September, Madrid

  6. ../Unicorn/Webcat/Pages_custom/Default/48.pg ... <TR> <TD ALIGN=RIGHT VALIGN=TOP><FONT SIZE=4>Main Library users -</FONT></TD> <TD ALIGN=LEFT VALIGN=CENTER> <FORM METHOD=POST ACTION="<SIRSI_Data Session="WEBCAT_URL">/0/57/<SIRSI_Data DC="Ge">"> <INPUT TYPE=hidden NAME="user_id" value="maiweb"> <FONT SIZE=5> <INPUT TYPE=submit VALUE="Main" </FONT> </FORM> </TD> </TR> ... EUUG 14-15 September, Madrid

  7. Frames • Use Toolbar Frame • Switch on in system.env (../Unicorn/Webcat/Config) • Edit webfeatures file • Need to update webfeatures file with new versions of browser software • Main problem with Macs EUUG 14-15 September, Madrid

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  9. EUUG 14-15 September, Madrid

  10. ../Unicorn/Webcat/Config/webfeatures Original FRAMES line reads:- FRAMES|SUPPORTS|Mozilla/4.0 (compatible; MSIE These lines added EUUG 14-15 September, Madrid

  11. Icons • Copy from elsewhere - use right click on mouse and “Save image as” option • Access Tab icons require 2 images for “active” and “non-active” modes • Make your own • Paint Shop Pro (trial shareware version available) • Use font Comic Sans MS • Resize option under Image menu EUUG 14-15 September, Madrid

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  14. Saving icons • NEVER amend delivered files • Save in ../Unicorn/Webcat/Images_custom/English/… • directory structure mirrors ../Unicorn/Webcat/Images_deliv/English/… • Need to create the custom directory structure (mkdir command in UNIX) • Copy to Webserver directory • need to create custom directory structure here also EUUG 14-15 September, Madrid

  15. system.env variables • sirsi.env is delivered file • ALL changes should be made in system.env • covers all sorts eg • switches for functions or behaviour ie Y or N (0 or 1) • display labels/text • which icons display • default search sort option • etc EUUG 14-15 September, Madrid

  16. RUL system.env examples SESSION_TIMEOUT|3600| USEVIEWDUEDATE|1| CHECKEDOUTLOCN|ON-LOAN| USE_HOLD_PICKUP_LIBR|0| DSPRSVCIRCRULE|1| VIEWFORDETTEXT|(DISPLAY for detail)| USERSVBOOKING|0| ALLOWRESERVEHOLDS|0| TOC_FRAME|0| TOOLBAR_FRAME|1| SEARCH_SORT_BY|-PBYR| NONETEXTUPPER|| IMG_BUTTONS|Blue_oval_fade RB_IMG_LIB_CATALOG|CRBLIBCAT| IMG_ACCSTAB|Yellow_solid EUUG 14-15 September, Madrid

  17. Effect of NONETEXTUPPER|| Effect of NONETEXTUPPER|| EUUG 14-15 September, Madrid

  18. Hold variables Hold variables EUUG 14-15 September, Madrid

  19. ../Unicorn/Webcat/Config/system.env EUUG 14-15 September, Madrid

  20. Labels • NEVER edit the delivered file • Copy changes into ../Unicorn/Language/Custom/English/labels • This is new - U99 EUUG 14-15 September, Madrid

  21. EUUG 14-15 September, Madrid

  22. ../Unicorn/Webcat/Config/sirsi.env EUUG 14-15 September, Madrid

  23. ../Unicorn/Language/Deliv/English/labels EUUG 14-15 September, Madrid

  24. ../Unicorn/Language/Custom/English/labels EUUG 14-15 September, Madrid

  25. EUUG 14-15 September, Madrid

  26. Changes to HTML • Unicorn directory structure supports HTML changes • NEVER amend delivered files • ALWAYS copy files to be changed to ../Unicorn/Webcat/Pages_custom/Default EUUG 14-15 September, Madrid

  27. Changes to HTML warning! • Custom pages are protected through upgrades • BUT delivered pages change so be prepared to recreate custom pages with each upgrade EUUG 14-15 September, Madrid

  28. And finally… • url : www.unicorn.reading.ac.uk • email : r.m.salisbury@reading.ac.uk EUUG 14-15 September, Madrid

  29. Holds • RUL system requires • User ID • PIN • Item ID • Other fields deleted EUUG 14-15 September, Madrid

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  32. Holds variables • PIN • Pickup Library • both of these are controlled as variables in sirsi.env/system.env EUUG 14-15 September, Madrid

  33. Other custom screens • Brief display list (4.pg) • to remove call no from display • Full title display (5.pg) • to remove call no and brief title from display • Display of copies (dspholdings.h) • to include both material type AND holds in display EUUG 14-15 September, Madrid

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  40. Adding a “Help” button • View page source to get HTML page no eg 34.pg • If working with Toolbar frame switch this off first using “Prefs” option • Edit corresponding buttons file eg buttons34.h EUUG 14-15 September, Madrid

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  43. Unicorn/Webcat/Pages_custom/Default/ buttons34.h EUUG 14-15 September, Madrid

  44. Conclusion • Where possible use OPAC Manager • Look for a variable • Change HTML as last resort • Be aware of changes to WebCat • Be prepared to recreate HTML files at upgrade time EUUG 14-15 September, Madrid

  45. Best advice • Do the Customising WebCat course! EUUG 14-15 September, Madrid

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